Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,794 | $67,823-45.8% | $52,425-29.8% | $137,256-73.2% |
| Participation rate | 57.9% | 63.9%-6.0pp | 55.6%+2.3pp | 80.0%-22.1pp |
| Annual return | 16.78% | 219.11%-202.3pp | 302.12%-285.3pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,779 | $1,163+53.0% | $914+94.6% | $4,156-57.2% |
| Participant deferral / active EE | $4,828 | $2,288+111.0% | $1,790+169.6% | $6,407-24.6% |
| Admin fee / account holder | $8,574 | $2,844+201.5% | $2,495+243.7% | $12,270-30.1% |